Printable Ideal Customer Profile Templates (MS Word)

how to create your customer profile template

A customer profile template is a set of customers that contains different characteristics and other essential information. A customer profile example is referred as a customer profile template. It assists the businesses in making decisions by keeping record of customer information. Moreover, this document provides your business a competitive advantage.

What is a customer profile?

A customer profile is a document that contains a detailed description of someone who displays your business’ ideal customer. You can also say this document as an ideal customer profile. The ‘ideal customer’ can either be a real or imaginary person.

During creating a customer profile, you should include the description of customer in great detail from the demographic information to emotional factors. Also, mention intimate details about their lives and the guilty pleasures the customer indulges in.

Importance of a customer profile:

A customer profile allows you to know the ideal customer you are selling your products. In this way, you can understand your business more. It also assists you in improving your products and the selling strategies of your team. You can get enough information about your customers that what they lack, like, or need. Furthermore, the product developers should understand the customers in order to make their product successful. The products go into the market are for several reasons. But in the blind market your product and your whole business at risk.

With a customer profile, you can minimize the risk of your company suffering any unwanted and unplanned costs. You should take your time to understand your clients who purchase products and services from you. You should also know the reasons that why they patronize your business.

How to create a customer profile?

You should include all the important sections in your customer profile. This allows you to understand what type of customers you want to target with your product. Here are some tips on how to create a customer profile;

The cover page:

In this page, you have to introduce your business and your customer profile. Include an image that is straightforward and provides a powerful impression to your ideal customers about your product. After that, you can continue by including;

  • A statement of your ideal buyer persona
  • The current market trends
  • The trends that are identical to the products you are selling
  • The identity of your best possible consumer

Keep in mind that if you more describe your best customers the more you get towards developing the best possible product.

Demographics section:

This component is more technically-focused. Here you have to look at;

  • The types of people your clients are,
  • Their age range,
  • Their education,
  • Ethnicity,
  • Location,
  • Their occupations

In this section, you should also pay attention on the religious beliefs of your customers. This is because you may have an impact on their purchasing choices.

Psychographics section:

In this section, you have to focus on the habitual and emotional elements of your customers. You have to answer the following questions;

  • What do your customers like?
  • What are their hobbies?
  • Where they spend their hard-earned cash on?
  • What do they do for recreation?
  • When they get back home from work?

All these above factors have a very significant influence.

The behavioral section:

Provide the description of types of habits formed by your customers in this section. Include the following information here;

  • Do they watch the same TV programs daily?
  • Do they listen to the same kind of music every time?
  • Do their objective is to develop certain skills?
  • How do they implement those skills into their practical lives?

Define the environment:

You should also have knowledge about the current situation of your customers. It doesn’t mean where they live physically. You should also know where they are digitally or virtually. Also, use better channels to reach all of your customers. Think about the type of promotional strategy to use to attract your customers and which you can use to help your customers overcome. In addition, if you define their environment you can have a better understanding of how you can change their lives.

The actionable insight:

This is the final section where you have to identify how you can incorporate all of the information you’ve collected previously. Here you have to start dealing with numbers. As a part of your template, make a profit projection for a specific period. In the end, give a personal touch to your template. You can also add a phrase, a buzzword or quote which summarizes your product. You can create a short and sweet summary to wrap up your document if you have a better idea of your product and customers.

When you have all done with the above steps, you can now have a better idea how to make your product.

What are some examples of ideal customer profile?

Consider the following examples before making your own template;

Customer profile with personal details

It is the simplest type of customer profile that includes the most essential basic information. You can choose this type of template if you require a simple template without any whistles. The customers who don’t want to spend time filling out long forms, it is more appealing to them.

Customer profile with their interests

You can include all of the sections in this type of customer profile as it is comprehensive. You can build a strong strategy to reach your customers by using this type of customer profile.

Customer profile with abilities

You can make a customer profile that indicates where you should pay attention to your marketing and selling efforts. Consider the following abilities for this type of template;

  • Require for the service or product
  • Time to set up and get the advantages from what you are providing
  • In your area of solution, success experience
  • Budget to deal with unexpected circumstances

Customer profile with an aspect of artistry

Here, artistry indicates skills or creativity so include in your template sections that are relevant to different kinds of personal information and customer contact details.

How to use a customer profile?

When you have gathered all of the data about your customers, you should categorize the customers based on their similarities. Don’t create too many templates because it may confuse you. Below are some ways to use it;

  • You can use it as a reference for creating your marketing strategy.
  • For knowing what type of promotions the most customers like.
  • You can use it to find out the steps to convince your customers to purchase your products steps.
  • With the help of this document, you can determine what works, what doesn’t work, and what you have to do to develop your products.

The benefits of customer profile:

Here are the benefits of a customer profile;

Make you able to determine better-fit prospects

Your organization can find better prospects and enhance close rates by determining whom benefits from your products the most. The customer submit an unhappy ticket to your service desk if they don’t really benefit from your product.

Reduces CAC (Customer Acquisition Cost)

The amount of money you spend on marketing and sales campaigns to grab the customers is referred as customer acquisition cost. You can better target your campaigns by identifying your customer. Also, it helps in enhancing click-through rates and form submissions.

Enables you to serve customers better

A key to serve better is knowing your customer. You can deliver a superior customer service experience by stating their main points, attributes, and characteristics. Moreover, you become able to give effective self-help resources and predict issues before they arise.

Lowers customers churn

When you lose customers over a specified period of time then customer churn happens. You can grab and serve customers who really want to use your product or service by making strong customer profiles from the start. This way, customer churn reduces in both the short and the long term.


In conclusion, a customer profile template is an effective tool that provides you a clear image of the psychological and situational reasons behind your customers’ purchases. You can easily download these templates from any website. They are in a wide range of sizes and shapes. However, some are simple while some are in-depth and detailed. It also gives you a lot of structure for creating a product or marketing plan.

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